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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWG
901
Seven Springs Wealth Group
Tennessee
$417K +$398K +3,604 New
PP
902
Pegasus Partners
Wisconsin
$413K +$47.9K +434 +14%
IC
903
IEQ Capital
California
$411K +$392K +3,552 New
RG
904
Rathbones Group
United Kingdom
$410K – – –
BWM
905
Biltmore Wealth Management
Arizona
$409K -$1.55K -14 -0.4%
CFG
906
Cooper Financial Group
California
$407K +$12.5K +113 +3%
SAM
907
Silvercrest Asset Management
New York
$404K – – –
IA
908
IFP Advisors
Florida
$404K +$28.2K +255 +8%
PTC
909
Provident Trust Company
Wisconsin
$402K – – –
LIM
910
Leavell Investment Management
Alabama
$401K -$50.8K -460 -12%
MWM
911
Mission Wealth Management
California
$401K +$3.42K +31 +0.9%
JGC
912
J. Goldman & Co
New York
$400K -$675K -6,118 -64%
LOAMS
913
Lombard Odier Asset Management (Switzerland)
Switzerland
$400K +$64.9K +588 +20%
CC
914
Chicago Capital
Illinois
$398K – – –
BTW
915
Boston Trust Walden
Massachusetts
$398K +$4.2K +38 +1%
SIM
916
Stratos Investment Management
Ohio
$397K +$379K +3,430 New
MAM
917
Marotta Asset Management
Virginia
$390K +$353K +3,200 New
ARMT
918
Amica Retiree Medical Trust
Rhode Island
$389K – – –
BAM
919
Blueshift Asset Management
New Jersey
$388K +$370K +3,352 New
IWP
920
Insight Wealth Partners
Texas
$387K +$370K +3,349 New
TNBTD
921
Trustmark National Bank Trust Department
Mississippi
$386K – – –
BDF
922
Balasa Dinverno & Foltz
$386K +$10.7K +97 +3%
JG
923
Jefferies Group
New York
$382K -$2.06M -18,685 -85%
AIM
924
Arcadia Investment Management
Michigan
$382K -$33.1K -300 -8%
PFPT
925
Pinnacle Financial Partners (Tennessee)
Tennessee
$382K +$110 +1 +0%
35 36
37
38 39